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  1. Click the Reports from Payroll module.
  2. Click Process W-2
  3. Select employees to generate W-2 Report or click Select All button and click Process button
    Click Print button
  4. Click Form W-2 (Black-&White Copy A, B, C, D, 1 & 2) to generate W-2 report
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  5. Click Form W-2 (Preprinted, 2-Part) to generate preprinted W-2 report
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    6. Click W-3 Summary to generate W-3 summary report
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    InfoIf no employee is processed and Print button is clicked, warning is displayed
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  6. Click button with printer icon Image Removed to print generated reports.
  7. Click Open button
    1. Box 1 - 20 can be edited
    2. Click Save button
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    To generate E-File for W-2, click Generate E-File button
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    Fill out required fields and click Generate button

    InfoData input on the fields are saved when generating E-File